Kurt A. Skasik

Financial Advisor at Edward Jones

Role: Financial Advisor, Cfp, Crps at Edward Jones
Location: Morgantown, WV, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Advisor, Cfp, Crps
Edward Jones
Apr 2010 — Present

Skills

Long Term Care Insurance
Financial Calculators (Retirement, Tax Estimators, Insurance Needs, Education)
Term Life Insurance
Long Term Disability Insurance
Business Retirement Plans (401k,403b,457b,Db,Profit-Sharing,Sep Ira,Simple Ira)
Portfolio Reviews
Education Savings
Roth Ira
Corporate Bonds
Estate Considerations
Exchange-Traded Funds (Etfs)
Bond Unit Investment Trusts
Mutual Funds
Certificates of Deposit
Permanent Life Insurance
Individual Stocks
Traditional Ira
Tax-Free (Municipal) Bonds
U.s. Treasury Bonds
401k Options
Investor Education Programs

Contact information

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Work email
•••••@edwardjones.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Edward Jones

Financial Services · 47K employees · Founded 1922 · St. Louis, Missouri, United States

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024. Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

edwardjones.com

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Experience

Financial Advisor, Cfp, Crps

Skills

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